REX AMERICAN RESOURCES Corp (REX)

Industrial Organic Chemicals

Latest Price

$38.49

TTM P/E

12.10

Normalized P/E

13.82

TTM Div Yield

Fwd Div Yield

Book Value

20.30

P/B Ratio

1.90

Valuation metrics

EPS: $2.50

Book value / share: $18.54

Formula: √(22.5 × EPS × BVPS)

Graham Number

$32.29

16% downside

Norm. op. income: $31M (median of 4yr)

Tax rate: 22%

Discount rate: 10%

Growth assumption: zero (EPV is a no-growth value)

Earnings Power Value

$18.74

51% downside

Base FCF: $44M (median of recent 5yr)

Growth: 5%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$34.35

11% downside

EPS: $2.50

Target P/E: 14×

Formula: EPS × P/E

P/E Fair Value

$35.00

9% downside

80.9% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BlackRock, Inc.	5.66M	$255.0M	17.11%	+168.6K	2026-06-30
Dimensional Fund Advisors LP	1.83M	$82.0M	5.52%	-70.3K	2026-06-30
State Street Corp	1.57M	$71.0M	4.76%	+120.4K	2026-06-30
Renaissance Technologies LLC	1.46M	$65.0M	4.41%	-65.2K	2026-06-30
Vanguard Portfolio Management LLC	1.28M	$58.0M	3.88%	+30.9K	2026-06-30
Vanguard Capital Management LLC	1.24M	$56.0M	3.76%	+19.3K	2026-06-30
Systematic Financial Management LP	1.04M	$46.0M	3.13%	-71.9K	2026-06-30
Mangrove Partners IM, LLC	1.02M	$45.0M	3.07%	--	2026-06-30
Geode Capital Management, LLC	869.1K	$39.0M	2.63%	+33.6K	2026-06-30
D. E. Shaw & Co., Inc.	646.6K	$29.0M	1.95%	+2.7K	2026-06-30